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Located in the picturesque city of Courtenay, British Columbia, Assante Capital Management Ltd stands as a beacon of financial expertise in the heart of the community. With a strategic focus on empowering individuals to navigate the complex world of finance, this establishment prides itself on offering tailored solutions to meet the unique needs of each client. As you step into their office, you are greeted by a team of seasoned financial planners dedicated to helping you secure your financial future. By blending industry knowledge with a personalized approach, Assante Capital Management Ltd ensures that every client receives the guidance they need to make informed decisions about their investments. Whether you are planning for retirement, saving for a milestone, or seeking wealth management strategies, this firm is committed to guiding you towards financial success. Generated using this place's available information

EthicInvest, located in Courtenay, BC, is dedicated to socially responsible investing (SRI), integrating environmental and social considerations into investment portfolio planning. With over 23 years of experience, the firm offers custom-tailored investment portfolios designed to align clients' financial goals with their values for a more equitable and sustainable future. The experienced team, led by Investment Advisors Anthony Edwards and Joss Biggins, is committed to educating clients and guiding them in making impactful investment decisions. EthicInvest emphasizes transparency and integrity, ensuring that clients' investments are directed toward ethical companies and initiatives that contribute to a better world. Generated from the website

Dundee Securities in Courtenay, BC is a financial services firm specializing in investment advisory and brokerage services for individual and institutional clients. With a focus on providing personalized financial solutions, Dundee Securities aims to help clients navigate the complexities of the financial markets and make informed investment decisions. Generated from their business information